Growth-Oriented Small Business Banking Relationship Manager

BMO U.S.; Fishers (IN); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a Relationship Manager to cultivate and manage a portfolio of small business clients in Fishers, IN. You will drive new business opportunities, cross-sell banking products, and deliver exceptional service to build lasting relationships.

With 4–6 years of relevant experience and a post-secondary degree, you will analyze financials, assess creditworthiness, and collaborate across teams to achieve growth while adhering to risk policies and data governance standards.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree or equivalent.
• Strong financial analysis skills and ability to interpret statements and assess creditworthiness.
• Knowledge of business banking products, lending processes, and related policies.
• Proven sales and client service experience with excellent communication abilities.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business and expand relationships.
• Identifies opportunities and cross-sells products to meet client needs.
• Delivers exceptional service and maintains long-term profitable relationships.

Skills

Financial analysis

Credit assessment

Business banking products

Sales & service

Communication skills

Collaboration

Analytical thinking

Problem solving

Influence skills

Data driven decisions

Education

Post-secondary degree

Job description

BMO U.S. is seeking a Relationship Manager to cultivate and manage a portfolio of small business clients in Fishers, IN. You will drive new business opportunities, cross-sell banking products, and deliver exceptional service to build lasting relationships.

With 4–6 years of relevant experience and a post-secondary degree, you will analyze financials, assess creditworthiness, and collaborate across teams to achieve growth while adhering to risk policies and data governance standards.